Clear Pricing. Flexible Support. One Financial Partner.
-
Bookkeeping — from $249/month. Fractional CFO — from $999/month. Fractional CMO — from $999/month. Lender Preparation — from $499 per engagement. Tax Preparation — from $749 annually. Business financing and insurance are brokered; lender fees, premiums, carrier terms, and third-party costs are quoted separately. Succession Advisory — from $2,499 per engagement.
-
Foundation — $499/month: managed bookkeeping, reconciliations, monthly close, and management reporting. Operator — $1,499/month: Foundation plus fractional CFO oversight, 13-week cash forecasting, job and margin analysis, and monthly decision support. Growth — $1,499/month: bookkeeping plus fractional CMO strategy, positioning, demand generation, website and campaign oversight, and performance reporting. Executive — $2,499/month: bookkeeping, fractional CFO, and fractional CMO leadership with coordinated lender and tax readiness.
-
Complete Advisory — $2,999/month: managed bookkeeping, fractional CFO leadership, fractional CMO leadership, lender preparation, financing coordination, insurance coordination, and year-round tax readiness through one integrated team. Succession Advisory is excluded and scoped separately. Insurance premiums, lender fees, taxes, legal fees, and other third-party costs are separate.

